Pinkerton Wealth charges an annual investment advisory fee that varies up to 2.0% of assets, determined by market value, asset types, client's financial situation, and trading activity. Financial planning services are billed hourly ($50-$400/hour) or fixed-fee ($500-$150,000), based on service depth and complexity. Clients may be charged a maximum sub-adviser fee of 0.8% by Sherman Portfolios. The minimum household account size is $500,000 for Comprehensive Wealth Management.
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsClifford is the CEO and Senior Advisor at CRM Financial Advisors, dedicating nearly full-time hours. He also facilitates estate documents through Encorestate, spends a few hours per week on insurance sales, and dedicates significant time to Pinkerton Wealth Partners as an RIA.